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- Tasks: Join our team as a Case Handler, investigating financial cases and ensuring accuracy in data analysis.
- Company: Robert Half is a leading recruitment agency, dedicated to connecting talent with top financial services firms.
- Benefits: Earn £14-£15 per hour plus holiday pay, with potential for remote work based on project needs.
- Why this job: Gain valuable experience in financial services while working in a dynamic team environment.
- Qualifications: Previous case handling experience in financial services is preferred; training provided for the right candidates.
- Other info: This is a 3-month contract role based in Bristol, starting early-mid August.
Robert Half are working on a project to deliver a team of case investigators to work on a large scale Financial Services remediation. This is an initial 3-month assignment with a start date of early-mid August. This role would be ideal for Case Handlers / Investigators with experience of working within the Financial Services Industry - Investments/Pensions/PPI/Banking/Insurance.
Required experience:
- Previous experience of working in a case handling capacity within Financial Services
- Background in complex financial products is highly desirable, though not essential
- Basic product knowledge is sufficient, as comprehensive training will be provided
- Good Excel skills
- Strong data entry, analysis, and reporting skills are essential
- Ability to quickly absorb and interpret information with accuracy and clarity
- Excellent attention to detail
Location: On-site presence in Bristol is required 5 days a week, this may be reviewed based on project progress and deliverables.
Case Handler employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Case Handler
✨Tip Number 1
Familiarise yourself with the financial services sector, especially areas like investments, pensions, and insurance. This knowledge will help you stand out during interviews and demonstrate your understanding of the industry.
✨Tip Number 2
Brush up on your Excel skills, as strong data entry and analysis capabilities are essential for this role. Consider taking a quick online course or tutorial to enhance your proficiency before applying.
✨Tip Number 3
Practice interpreting complex information accurately and clearly. You might want to review case studies or financial reports to get comfortable with the type of data you'll be handling in this position.
✨Tip Number 4
Highlight your attention to detail in any discussions or networking opportunities. Being able to showcase examples of how you've successfully managed detailed tasks in the past can make a significant impact.
We think you need these skills to ace Case Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in case handling and the financial services industry. Emphasise any specific roles you've had in investments, pensions, or banking to catch the employer's eye.
Craft a Strong Cover Letter: Write a cover letter that clearly outlines your interest in the role and how your skills align with the job requirements. Mention your attention to detail and data analysis skills, as these are crucial for the position.
Showcase Relevant Skills: In your application, specifically mention your Excel proficiency and any experience you have with data entry and reporting. Providing examples of how you've used these skills in previous roles can strengthen your application.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for a Case Handler role.
How to prepare for a job interview at Click To Hired
✨Showcase Your Financial Services Experience
Make sure to highlight any previous experience you have in case handling within the financial services sector. Be prepared to discuss specific cases you've worked on and how your background in investments, pensions, or banking can contribute to the role.
✨Demonstrate Your Excel Skills
Since good Excel skills are essential for this position, be ready to talk about your proficiency with the software. If possible, mention any specific functions or tools you’ve used in past roles that relate to data entry and analysis.
✨Emphasise Attention to Detail
This role requires excellent attention to detail, so be prepared to provide examples of how you've ensured accuracy in your work. Discuss any processes you follow to double-check your work or how you handle complex information.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your ability to absorb and interpret information quickly. Practice articulating your thought process when faced with complex cases, as this will demonstrate your analytical skills and clarity of thought.
